Alexandria Real Estate Equities, Inc.
US ˙ NYSE ˙ US0152711091

SecurityARE / Alexandria Real Estate Equities, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,297,222 shares
Latest Disclosed Value $ 106,638,208
Dimensional Fund Advisors Lp reports 2.35% increase in ownership of ARE / Alexandria Real Estate Equities, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,297,222 shares of Alexandria Real Estate Equities, Inc. (US:ARE) valued at $106,637,045 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,244,489 shares of Alexandria Real Estate Equities, Inc.. This represents a change in shares of 2.35% during the quarter. The current value of the position is $117,801,544 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,297,222 52,733 2.35 106,638 -2.92 0.0048
2026-02-12 2025-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,244,489 79,453 3.67 109,848 -39.12 0.0230
2025-11-12 2025-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,165,036 -2,473 -0.11 180,440 14.61 0.0387
2025-08-12 2025-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,167,509 -122,481 -5.35 157,432 -25.69 0.0364
2025-05-13 2025-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,289,990 -61,862 -2.63 211,861 -7.66 0.0527
2025-02-13 2024-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,351,852 4,738 0.20 229,426 -17.69 0.0551
2024-11-07 2024-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,347,114 -58,956 -2.45 278,729 -0.96 0.0676
2024-08-09 2024-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,406,070 -2,458 -0.10 281,438 -9.36 0.0735
2024-05-10 2024-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,408,528 17,132 0.72 310,483 2.41 0.0841
2024-02-07 2023-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,391,396 22,105 0.93 303,166 27.83 0.0885
2023-11-09 2023-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,369,291 57,846 2.50 237,165 -9.59 0.0778
2023-08-09 2023-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,311,445 35,068 1.54 262,327 -8.24 0.0836
2023-05-12 2023-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,276,377 133,881 6.25 285,886 91,530.13 0.0963
2023-02-09 2022-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,142,496 -221,561 -9.37 312 -99.91 0.0922
2022-11-10 2022-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,364,057 -56,723 -2.34 331,414 -5.60 0.1272
2022-08-12 2022-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,420,780 16,732 0.70 351,080 -27.44 0.1259
2022-05-13 2022-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,404,048 89,156 3.85 483,817 -6.26 0.1490
2022-02-09 2021-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,314,892 -16,221 -0.70 516,128 15.88 0.1560
2021-11-12 2021-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,331,113 -43,392 -1.83 445,413 3.10 0.1435
2021-08-12 2021-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,374,505 70,250 3.05 432,021 14.11 0.1368
2021-05-14 2021-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,304,255 59,709 2.66 378,596 -5.35 0.1252
2021-03-08 2020-12-31 13F/A-2 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,244,546 155,153 7.43 400,013 19.66 0.1444
2021-02-11 2020-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,244,546 155,153 400,013 144,463.4337
2020-11-12 2020-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,089,393 214,779 11.46 334,301 9.91 0.1418
2020-08-13 2020-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,874,614 66,180 3.66 304,153 22.70 0.1337
2020-05-14 2020-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,808,434 61,131 3.50 247,892 -12.20 0.1291
2020-02-14 2019-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,747,303 24,244 1.41 282,322 6.37 0.1029
2019-11-12 2019-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,723,059 17,238 1.01 265,417 10.28 0.1031
2019-08-13 2019-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,705,821 65,535 4.00 240,671 2.92 0.0934
2019-08-12 2019-03-31 13F/A-2 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,640,286 29,898 1.86 233,842 26.01 0.0931
2019-05-10 2019-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,640,286 29,898 233,842
2019-02-26 2018-12-31 13F/A-1 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,610,388 48,268 3.09 185,577 -5.55 0.0841
2019-02-13 2018-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,610,388 48,268 185,577
2018-11-13 2018-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,562,120 58,224 3.87 196,488 3.55 0.0748
2018-08-10 2018-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,503,896 42,687 2.92 189,748 3.98 0.0756
2018-05-11 2018-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,461,209 116,218 8.64 182,490 3.90 0.0761
2018-02-12 2017-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,344,991 54,734 4.24 175,643 14.43 0.0728
2017-11-13 2017-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,290,257 38,377 3.07 153,498 1.78 0.0671
2017-08-11 2017-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,251,880 67,344 5.69 150,811 15.20 0.0696
2017-05-12 2017-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,184,536 154,940 15.05 130,913 14.42 0.0626
2017-02-09 2016-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,029,596 44,538 4.52 114,418 6.79 0.0571
2016-11-10 2016-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 985,058 38,882 4.11 107,147 9.40 0.0579
2016-08-09 2016-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 946,176 16,963 1.83 97,945 15.97 0.0564
2016-05-13 2016-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 929,213 17,560 1.93 84,455 2.52 0.0506
2016-02-10 2015-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 911,653 11,268 1.25 82,379 8.06 0.0513
2015-11-13 2015-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 900,385 5,509 0.62 76,238 -2.59 0.0500
2015-08-14 2015-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 894,876 -1,084 -0.12 78,266 -10.90 0.0479
2015-05-14 2015-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 895,960 5,997 0.67 87,841 11.22 0.0555
2015-02-06 2014-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 889,963 4,564 0.52 78,978 20.95 0.0519
2014-11-13 2014-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 885,399 28,695 3.35 65,300 -1.82 0.0463
2014-08-08 2014-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 856,704 18,122 2.16 66,513 9.32 0.0462
2014-05-14 2014-03-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 838,582 46,423 5.86 60,845 20.73 0.0455
2014-02-12 2013-12-31 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 792,159 35,334 4.67 50,397 4.29 0.0393
2013-11-13 2013-09-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 756,825 75,256 11.04 48,323 7.88 0.0418
2013-08-15 2013-06-30 13F ALEXANDRIA REAL ESTATE EQ IN COM 015271109 681,569 681,569 44,793 0.0422
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.